Wedgewood Partners Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Wedgewood Partners Inc. reported 21 stock positions worth $535.5 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 10.5% of the portfolio, followed by Alphabet Class A (GOOGL, 9.6%) and Meta Platforms Class A (META, 8.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 3 and reduced 15. The biggest buy was a new position in Chubb (CB) and the biggest sale PayPal (PYPL, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $535.5M (Q4 2025)
- SEC Filing
- 0000859804-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 21 stocks · $535.5M
| TSM Taiwan Semiconductor-SP ADR | 10.48% | 184,661 | $56.1M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 9.58% | 163,913 | $51.3M | Reduce -20.9% |
| META Meta Platforms Inc. Class A | 8.52% | 69,135 | $45.6M | Reduce -2.1% |
| AAPL Apple Inc. | 7.26% | 142,920 | $38.9M | Reduce -14.4% |
| MSFT Microsoft Corp. | 7.00% | 77,496 | $37.5M | Reduce -2.2% |
| BKNG Booking Holdings Inc. | 5.82% | 5,817 | $31.2M | Reduce -1.4% |
| V Visa Inc. Class A | 5.71% | 87,151 | $30.6M | Reduce -2.2% |
| MSI Motorola Solutions Inc. | 5.13% | 71,724 | $27.5M | Add +24.6% |
| TSCO Tractor Supply Company | 4.49% | 481,023 | $24.1M | Reduce -1.8% |
| URI United Rentals Inc. | 4.01% | 26,514 | $21.5M | Reduce -1.5% |
| CDW CDW Corp. | 3.86% | 151,871 | $20.7M | Add +26.0% |
| CPRT Copart Inc. | 3.55% | 486,085 | $19.0M | Reduce -2.2% |
| ODFL Old Dominion Freight Line | 3.52% | 120,051 | $18.8M | Add +35.6% |
| SPGI S&P Global Inc. | 3.29% | 33,764 | $17.6M | Reduce -2.8% |
| CB Chubb Ltd. | 3.29% | 56,526 | $17.6M | New |
| ORLY O'reilly Automotive Inc. | 3.21% | 188,726 | $17.2M | Reduce -1.5% |
| EW Edwards Lifesciences Corp. | 2.88% | 180,882 | $15.4M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 2.51% | 58,266 | $13.4M | New |
| ZTS Zoetis Inc. | 2.46% | 104,701 | $13.2M | Reduce -17.9% |
| PYPL PayPal Holdings Inc. | 2.35% | 215,900 | $12.6M | Reduce -55.5% |
| IWF iShares Russell 1000 Growth | 1.06% | 12,019 | $5.7M | New |
Portfolio Sells Q3 2025 → Q4 2025
| PYPL PayPal Holdings Inc. | Reduce -55.5% | 2.35% | −3.58 |
| POOL Pool Corp. | Sold out | 0.00% | −1.83 |
| ZTS Zoetis Inc. | Reduce -17.9% | 2.46% | −0.95 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 8.52% | −0.94 |
| URI United Rentals Inc. | Reduce -1.5% | 4.01% | −0.68 |
| TSCO Tractor Supply Company | Reduce -1.8% | 4.49% | −0.59 |
| ORLY O'reilly Automotive Inc. | Reduce -1.5% | 3.21% | −0.56 |
| CPRT Copart Inc. | Reduce -2.2% | 3.55% | −0.53 |
| AAPL Apple Inc. | Reduce -14.4% | 7.26% | −0.50 |
| MSFT Microsoft Corp. | Reduce -2.2% | 7.00% | −0.49 |
| BKNG Booking Holdings Inc. | Reduce -1.4% | 5.82% | +0.00 |
| V Visa Inc. Class A | Reduce -2.2% | 5.71% | +0.15 |
| SPGI S&P Global Inc. | Reduce -2.8% | 3.29% | +0.21 |
| EW Edwards Lifesciences Corp. | Reduce -2.1% | 2.88% | +0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -20.9% | 9.58% | +0.39 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.4% | 10.48% | +0.83 |
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $484.4M | TSM, GOOGL, META, AAPL, MSFT |
| Q1 2026 | 22 | $484.3M | GOOGL, TSM, META, AAPL, MSI |
| Q4 2025 | 21 | $535.5M | TSM, GOOGL, META, AAPL, MSFT |
| Q3 2025 | 19 | $547.9M | TSM, META, GOOGL, AAPL, MSFT |
| Q2 2025 | 19 | $515.2M | META, TSM, MSFT, GOOGL, AAPL |
| Q1 2025 | 20 | $496.5M | TSM, META, GOOGL, AAPL, MSFT |
| Q4 2024 | 19 | $507.9M | TSM, GOOGL, META, AAPL, PYPL |
| Q3 2024 | 19 | $550.8M | META, GOOGL, TSM, PYPL, V |
| Q2 2024 | 19 | $490.1M | META, GOOGL, TSM, AAPL, V |
| Q1 2024 | 19 | $499.8M | GOOGL, META, TSM, V, AAPL |